Copperleaf Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Copperleaf Capital’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$565K	Buy	5,302 +216	+4%	+$22.6K	0.27%	77
2025 Q2	$531K	Sell	5,086 -211	-4%	-$21.9K	0.27%	78
2025 Q1	$558K	Sell	5,297 -520	-9%	-$55.3K	0.33%	72
2024 Q4	$620K	Buy	5,817 +369	+7%	+$39.6K	0.39%	60
2024 Q3	$592K	Buy	5,448 +46	+0.9%	+$4.96K	0.45%	64
2024 Q2	$576K	Sell	5,402 -217	-4%	-$23.1K	0.46%	63
2024 Q1	$605K	Buy	5,619 +275	+5%	+$29.7K	0.52%	58
2023 Q4	$579K	Buy	5,344 +136	+3%	+$14.2K	0.59%	50
2023 Q3	$534K	Buy	5,208 +2,425	+87%	+$256K	0.58%	46
2023 Q2	$297K	Buy	+2,783	New	+$297K	0.28%	66

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperleaf Capital's MUB Position: Q3 2025 in Review

Copperleaf Capital increased its iShares National Muni Bond ETF (MUB) stake by 4.2% in Q3 2025, buying an estimated $22.6K and bringing the position to 5,302 shares worth $565K. The position accounts for 0.27% of the portfolio, ranked #77.

Copperleaf Capital first reported a position in MUB in Q2 2023 and has held it in 10 quarters since. The position peaked at $620K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Copperleaf Capital held 5,302 shares of iShares National Muni Bond ETF worth $565K as of Q3 2025.
Copperleaf Capital bought 216 iShares National Muni Bond ETF shares in Q3 2025, an estimated $22.6K.
iShares National Muni Bond ETF made up 0.27% of Copperleaf Capital's portfolio in Q3 2025, its #77 holding.
Copperleaf Capital first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
Copperleaf Capital's iShares National Muni Bond ETF position peaked at $620K in Q4 2024.
1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.